OTCKX
Price
$29.02
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
14.44B
PMBPX
Price
$42.35
Change
+$0.02 (+0.05%)
Updated
Dec 26 closing price
Net Assets
31.17B
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OTCKX vs PMBPX

Header iconOTCKX vs PMBPX Comparison
Open Charts OTCKX vs PMBPXBanner chart's image
MFS Mid Cap Growth R6
Price$29.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets14.44B
Principal MidCap R5
Price$42.35
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets31.17B
OTCKX vs PMBPX Comparison Chart in %
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OTCKX vs. PMBPX commentary
Dec 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OTCKX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. OTCKX (14.4B). PMBPX pays higher dividends than OTCKX: PMBPX (0.01) vs OTCKX (0.00). OTCKX was incepted earlier than PMBPX: OTCKX (13 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 54.00 vs. PMBPX (10.50). OTCKX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -4.50 vs. OTCKX (-9.90). PMBPX return over 5 years is better than : 20.39 vs. OTCKX (-4.54).
OTCKXPMBPXOTCKX / PMBPX
Total Expense Ratio0.660.8380%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence13 years25 years-
Gain YTD-7.638-2.554299%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B31.2B46%
Annual Yield % from dividends0.000.01-
Returns for 1 year-9.90-4.50220%
Returns for 3 years21.1239.2354%
Returns for 5 years-4.5420.39-22%
Returns for 10 years95.42103.8592%
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